Our Broker Dealer

Cambridge Investment Research, Inc.

Founded in 19811, Cambridge Investment Research, Inc. is one of only two remaining large, privately held independent broker-dealers in the industry. Together, Cambridge and Wealth Strategy Advisors focus on a common priority – you.

Cambridge's four core values of integrity, commitment, flexibility, and kindness drive its service-oriented culture. Honesty, fairness, and ethics are the foundation of its culture. Cambridge offers solutions based on being open-minded, resourceful, and committed to win-win solutions, while consideration and compassion with a human touch guide the broker-dealer's decisions.

Recognized in the industry as The Fee Experts®2, Cambridge has been ranked a fee leader among independent broker-dealers for 15 consecutive years3 and is an eight-time honoree in the Broker-Dealer of the Year annual poll4. Cambridge is among the top 10 independent broker-dealers based on revenue and continual growth.


The Importance of Independence

Cambridge believes in the entrepreneurial spirit of the financial professional. Instead of asking you to fit into a mold of how it thinks you should do business, Cambridge empowers you with a vast menu of compliance-friendly programs, products, and services. This enables you to customize an investment strategy designed to meet your clients' one-of-a-kind financial needs.

Cambridge is owned entirely by its management and financial professionals. Its executive leadership has spent over 20 years building a legal structure, business plan, and a management team with the goal of remaining privately owned.


1. Cambridge and its predecessor broker-dealer
2. THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
3. Financial Planning magazine, June “FP50,” 2001-2015
4. Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III
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